Are You 10 Years or Less from Selling Your Practice?
Thursday, March 28th at 12 pm ET
In this fast-paced webinar, Duncan MacPherson will be joined by Sherri Palle, one of Pareto's most experienced Coaches. Sherri has worked with many Pareto clients on preparing for their succession and building out their exit plans, ensuring they capitalize on their life's work.
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2023-03-10 • 20 second read

The most valuable intellectual property in your business is the information you have on your existing clients. What you know about your clients’ goals or aspirations as it relates to their money and the services you provide is important; however, the critical asset is what you know about your client’s family, occupation and recreational interests - this is your clients’ WHY.

WHY haven’t you taken the PMI Assessment? It’s free, and it will help you to identify the Opportunity Gaps that can propel your business to the next level. Take the free PMI Assessment today at: www.practicemanagementindex.com

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